Dave A. Krist MBA, CFP®

Dave is a seasoned financial professional who is focused on delivering a fantastic client experience built around their individual needs.  He cares deeply for his family, friends, and clients and he really enjoys helping others tackle their financial challenges on the way to achieving their goals.  He understands the concerns associated with positioning portfolios for growth, while remaining focused on preserving a well-earned nest egg.  

He worked for 7 years as a Relationship Manager at Vantage Financial and wants to continue helping clients with both their financial planning and investment needs.  Dave is also a CERTIFIED FINANCIAL PLANNER™, and has a Masters in Business Administration in Finance from Kellstadt Graduate School of Business at DePaul University.